Per Stirling Capital Management

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Per Stirling Capital Management Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas. Securities offered through B. B.

The very foundation of Per Stirling’s business model is an unfaltering belief that, “if we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itself”. Per Stirling has been recognized by InvestmentNews as one of the Best Places in America to Work for Financial Advisors. Further, on a local level, Per Stirling is regularly recognized by the Austin Business Journal as One of the Best Places in Austin to Work as well as winning RecognizeGood's Ethics in Business & Community Award. Per Stirling’s business model is to attract exceptional financial advisors in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else. If you would like to learn more about the Per Stirling difference, please visit www.perstirling.com. Advisory services offered through Per Stirling Capital Management, LLC. Graham & Co., Inc., member FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. Graham & Co., Inc., are separate and otherwise unrelated companies. For more information on all our awards and their criteria, please visit the “Awards and Media” page on our website at https://perstirling.com/awards-and-media/.

🎉 Celebrating 15 Years with Nathan Trenholm! 🎉Today, we’re proud to recognize an incredible milestone as Nathan Trenholm...
10/16/2026

🎉 Celebrating 15 Years with Nathan Trenholm! 🎉

Today, we’re proud to recognize an incredible milestone as Nathan Trenholm celebrates 15 years with Per Stirling. His commitment to serving clients, sharing his experience, and helping others succeed has made a meaningful impact on our firm and the many people he has worked with throughout the years.

Reaching 15 years is a remarkable achievement, and we are grateful for the knowledge, dedication, and positive influence Nathan has brought to Per Stirling over the years. His contributions have helped shape our culture, strengthen client relationships, and support the continued growth of our firm.

Please join us in congratulating Nathan on this outstanding milestone. We look forward to celebrating many more successes together! 👏 Congratulations, Nathan!

https://www.perstirling.com/team/nathan-trenholm

One of the most meaningful financial planning discussions often happens around the dinner table, not in a conference roo...
10/13/2026

One of the most meaningful financial planning discussions often happens around the dinner table, not in a conference room. Many families avoid conversations about finances, estate plans, or future responsibilities because they feel uncomfortable or overwhelming.

However, having these discussions early can help reduce uncertainty, align expectations, and strengthen family relationships. Talking openly about goals, values, charitable intentions, and future wishes can provide clarity for everyone involved.

These conversations help ensure loved ones are prepared to make important decisions when the time comes. Planning for the future isn't just about assets. It's about creating understanding and confidence for the people who matter most.

https://www.perstirling.com/client-services

In today's world, it's easy to get distracted by daily headlines, market volatility, and economic uncertainty. Yet some ...
10/09/2026

In today's world, it's easy to get distracted by daily headlines, market volatility, and economic uncertainty. Yet some of the most successful financial outcomes come from maintaining a long-term perspective.

A well-constructed financial plan can serve as an anchor during uncertain times. It provides guidance, perspective, and a reminder that successful planning is rarely about predicting every market move. It's about creating a strategy designed to support your goals through a variety of market environments.

https://www.perstirling.com/

Financial planning is about far more than portfolios, spreadsheets, and market updates. At its core, it's about helping ...
10/06/2026

Financial planning is about far more than portfolios, spreadsheets, and market updates. At its core, it's about helping people align their financial resources with the life they want to live.

Whether you're preparing for retirement, supporting children through college, growing your business, or planning for the next generation, each financial decision should support a larger purpose. That's why a thoughtful financial plan doesn't just focus on today. It considers your goals, values, priorities, and vision for the future.

At Per Stirling, we believe every financial plan should be as unique as the people behind it. By building a strategy around what matters most to you, we can help create a clearer path forward and greater confidence in the decisions you make along the way.

https://www.perstirling.com/client-services

🎉 Celebrating 11 Years with Kim Ray! 🎉 Today, we’re excited to celebrate a remarkable milestone as Kim Ray marks 11 year...
10/01/2026

🎉 Celebrating 11 Years with Kim Ray! 🎉

Today, we’re excited to celebrate a remarkable milestone as Kim Ray marks 11 years with Per Stirling! Over the past 11 years, Kim has been a dedicated and dependable member of our team, bringing professionalism, knowledge, and a genuine commitment to helping both clients and colleagues succeed.

Please join us in congratulating Kim on this incredible achievement and thanking her for 11 years of service, and commitment. We are grateful to have her as part of the Per Stirling family and look forward to many more years ahead!

👏 Congratulations, Kim, and thank you for all you do!

https://www.perstirling.com/team/kim-ray

There will always be headlines, market volatility, and economic uncertainty. While we can't control the news cycle, we c...
09/29/2026

There will always be headlines, market volatility, and economic uncertainty. While we can't control the news cycle, we can control how we respond to it.

A well-designed financial plan focuses on the factors within your control, such as saving habits, spending decisions, diversification, and long-term discipline. Staying committed to your strategy can help reduce stress and improve confidence during uncertain times.

https://www.perstirling.com/

Celebrating 9 amazing years with Per Stirling! 🎉Today, we’re recognizing Michelle Stair and her 9-year work anniversary....
09/25/2026

Celebrating 9 amazing years with Per Stirling! 🎉Today, we’re recognizing Michelle Stair and her 9-year work anniversary. Over the years, Michelle has made a lasting impact through her dedication, professionalism, and commitment to serving both our team and our clients.

Her positive attitude, hard work, and willingness to support those around her help make Per Stirling a better place every day. Michelle, thank you for everything you do and for the countless ways you contribute to our success.

We’re grateful to have you as part of the Per Stirling family and look forward to celebrating many more milestones ahead. Please join us in congratulating Michelle on this incredible achievement! 👏✨

https://www.perstirling.com/team/michelle-harrington

Many people believe they need to make drastic financial changes to see meaningful results. In reality, long-term success...
09/22/2026

Many people believe they need to make drastic financial changes to see meaningful results. In reality, long-term success is often built through small, consistent decisions made over time.

Regular savings, disciplined investing, and periodic reviews of your financial strategy can have a significant impact on your future.

You don't need to be perfect. You just need to be intentional and stay focused on your long-term goals.

https://www.perstirling.com/

Retirement planning isn't just about reaching a certain account balance. It's about creating a strategy that supports th...
09/17/2026

Retirement planning isn't just about reaching a certain account balance. It's about creating a strategy that supports the lifestyle you envision and the goals you want to pursue.

Whether retirement is years away or just around the corner, having a clear plan can help ensure you're prepared for both the opportunities and challenges that come with this next stage of life.

https://www.perstirling.com/client-services

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4800 Bee Caves Road
Austin, TX
78746

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